Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • BS Finance Degree, St. John's University, Jamaica, NY
  • MSFS Degree, The American College of Financial Services, Bryn Mawr, PA

Previous experience

  • Portfolio Manager & Financial Advisor, LPL Financial LLC/ JMOD Financial Services, Wellington, FL, 2015 - 2025
  • Branch Manager, TD Ameritrade, Manchester, NH, 2013 - 2015
  • Wealth Management Director, TIAA, New York, NY & Boca Raton, FL, 2004 - 2013
  • Individual Financial Consultant, TIAA, New York, NY, 1995 - 2004

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